Communication
Slack
Post to a Slack channel when a deal moves or an invoice is paid.
OfficialWe wrote it and we maintain it. If it breaks, fixing it is our job.
A CRM event, a deal moved, an invoice paid, a form submitted, becomes a message in a Slack channel through Slack's incoming webhook. It travels the same delivery path as every webhook: signing, retries with backoff, a log.
What it needs
- Incoming webhook URLrequired
From your Slack app's Incoming Webhooks section.
Connecting it
- 1Create an incoming webhook on the Slack side and copy its URL.
- 2Open the tile under Settings → Add-ons and paste the URL.
- 3Tick the events you want delivered.
- 4Switch it on. A required field left blank cannot be saved as active: an add-on that is on and posting nowhere is the same failure as mail reported as sent that never went.
- 5Deliveries and retries show in the webhook log.
Events
You tick the ones you want delivered. Left empty, that means all of them.
- contact.created
- contact.updated
- deal.created
- deal.status_changed
- deal.won
- deal.lost
- quote.accepted
- invoice.paid
- form.submitted
- task.completed
- webshop.order
- record.created
- record.updated
- call.ended
- call.missed
- call.transcribed
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- Export any time, as CSV